To determine if a user in your Higher Logic Community has updated any information within Salesforce, the Higher Logic Fonteva integration requires the creation of custom fields for various objects and corresponding Flows.
NOTE: To follow this guide, please make sure you are using Salesforce’s classic view.
Create a custom field
Higher Logic’s periodic refresh service queries objects based on a custom datetime field, which is used to determine if a user requires an update on the Higher Logic side. Custom fields will need to be created on all objects that are within scope for the integration.
For example, if Higher Logic is extracting badges, a custom field will need to be created on the Badge object. The directions below cover how to create a custom field that will live on the Contact object.
You will need to create at least one custom field for the integration. This custom field will need to live on the Contact object.
- Navigate to Setup, located in the top-right corner of the page (its location may differ slightly across Salesforce versions, and it may be a dropdown).
- The left side of the page contains a Quick Start menu. Scroll down to the Build section and click the Customize dropdown. Click the Contacts dropdown to access the fields.
- Scroll down to the Contact Custom Fields & Relationships section. Click New.
- The field type should be a Date/Time Data Type.
- Make sure the names and parameters are the same as what's displayed in the image below. Click Next when finished.
- Set the Profile Level Security. The profile that the Higher Logic user is using needs to be set to Visible or the integration will not work. For the appropriate profile, check the box in the Visible column, and then click Next.
- Remove it from any Layout (all of them will be checked by default). This field should not be disabled on any public facing layout/page. Click Save when finished.
- After saving, confirm that the field has been created under Contact Custom Fields & Relationships.
NOTE: These instructions were only for the Contact object. You must create a custom field for every object. Refer to the section below for the other objects and where to find them in the Salesforce Setup view. For example, creating a custom field for Account is the same process but you click the Accounts dropdown instead of Contacts in step 2.
Create a custom field for the other Fonteva objects
In the Quick Start menu, scroll down to the Build section. To access the other Fonteva objects, you’ll need to navigate to Create > Objects.
- Badges should be part of the installed package, Charge. Verify the API Name is OrderApi__Badge__c.
- Community Group Member should be part of the installed package, Engage. It should have a master object of Community Group. Verify the API Name is PagesApi__Community_Group_Member__c.
- Subscription should be part of the installed package, Charge. Verify the API Name is OrderApi__Subscription__c.
Create the Flow
- Navigate to Setup.
- From the left menu, navigate to Process Automation > Flows.
- Click New Flow and select Record-Triggered Flow from Options > Create.
- Select the Object (i.e., Contact or Account).
- Set the trigger to A record is created or updated.
- Set Condition Requirements to Formula Evaluates To True and specify the formula.
NOTE: Confirm your fields on the Contact record that should trigger a change in Higher Logic; incorporate these fields into your formula. Sample logic is provided below.
- ISNEW() ||
- ISCHANGED(Email) ||
- ISCHANGED(FirstName) ||
- ISCHANGED(LastName) ||
- ISCHANGED(Salutation) ||
- ISCHANGED(Title) ||
- ISCHANGED(AccountID) ||
- ISCHANGED(MailingStreet) ||
- ISCHANGED(MailingCity) ||
- ISCHANGED(MailingState) ||
- ISCHANGED(MailingPostalCode) ||
- ISCHANGED(MailingCountry) ||
- ISCHANGED(Phone) ||
- ISCHANGED(MobilePhone) ||
- ISCHANGED(HomePhone) ||
- ISCHANGED(Fax)
- Select Every time a record is updated and meets condition requirements under When to Run the Flow for Updated Records.
- Under Optimize the Flow for, select Actions and Related Records.
- Click Done.
- On the next page in Flow Builder, click the (+) button to add an element.
- From the list, select Update Records.
- Label it / add description as per your requirements.
- Under How to Find Records to Update and Set Their Values, select Use the contact/account record that triggered the flow.
- Set filter conditions to None - Always Update Record.
- Under Set Field Values for the Account/Contact Record Select HL_Mod_Date__c from the field list and set the value to {!$Flow.CurrentDateTime} or CurrentDateTime: $Flow > CurrentDateTime.
- Click Done.
- Click Save > Label your Flow and click Save.
- Activate the Flow and test.
Repeat these steps for each object that should impact the Contact HL Mod Date (Contacts, Accounts, Community Group Member, Badges and Subscriptions).